How to Create a Trucking Invoice

How to Create a Trucking Invoice

The complexity of the cargo transportation business isn’t only in the search and maintenance of trucks, hiring drivers, and dispatchers. One of the key elements of this complex business is invoices. This is a document that records the payment of funds from the client’s account to yours. The invoice is a very important document, without which no payment is made in cargo transportation.

In this article, we will tell you how to create a trucking invoice based on content from this site.

Why do I need invoices for cargo transportation?

A trucking invoice is legal proof of your client’s debt. Until he pays, the invoice is classified as accounts receivable.

Also, the importance of this document is confirmed by the fact of timely payments. The clearer and faster the invoice is sent, the faster you will receive your money.You can also use Invoice Generator to speed up the process. Many aspiring businessmen in cargo transportation fail precisely because of the cash flow problems. And it arises because of late and incorrectly created invoices.

A few more reasons that will convince you:

  • you will be aware of the payment deadlines, which will keep the business afloat;
  • you keep your finger on the pulse with overdue payments;
  • your accounting department will become more organized and orderly.

How to create a trucking invoice

What must be in the documentation?

  1. The name of the transport company and contact information. Thanks to this, the client recognizes you and pays for the service. So, you need to specify the email address, phone number, and company website.
  2. Client’s name and contact information. It is thanks to this that you will be able to prove in the future that you asked for money from a real person or company.
  3. Invoice number. These numbers are always unique.
  4. Payment term. If the customer doesn’t have time to pay the invoice in time, he will be waiting for overdue payment and interest. Usually, the deadline is 30 days.
  5. Description of the service. It is necessary to briefly describe what was done. Where was the delivery from, where, what kind of cargo, its weight, etc.
  6. The amount to be paid.

You can also add your logo to the trucking invoice, sign the sales tax and attach the order number. This will make your documentation look more professional and solid.

Sending a trucking invoice

Now it is becoming more popular to send trucking invoices via email. It is very convenient and fast. In just a few minutes, the trucking invoice is already with the client, and he can pay for it. Tip: specify the correct subject of the letter. It is by it that the client will be guided while he is reading his email. It is also possible to send documents by mail, but it takes a lot of time and effort.

A lot of companies use templates to create trucking invoices. This is very convenient and saves a lot of time. You simply leave blank the fields with the customer’s name and contacts, invoice number, and amount to be paid. And everything else you have already written. You don’t need to write from scratch every time.